Purchases and Sales Made in Q3 2022 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q3 2022. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LTD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
250KNew |
$11.9M - $12.3M
|
250K
$12.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 24.91% |
$5.7M - $5.91M
|
601K
$30M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.5K+ 760.51% |
$2.54M - $2.63M
|
60.5K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
28.6K+ 16.64% |
$1.36M - $1.41M
|
201K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8KNew |
$380K - $394K
|
8K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.19K+ 5.3% |
$342K - $354K
|
143K
$7.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.97K+ 22.29% |
$236K - $245K
|
27.3K
$1.36M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4.7K+ 41.5% |
$223K - $232K
|
16K
$799K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.38KNew |
$208K - $216K
|
4.38K
$218K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.31KNew |
$205K - $212K
|
4.31K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.16K+ 18.43% |
$150K - $156K
|
20.3K
$1.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.01K+ 4.6% |
$95.6K - $99.1K
|
45.7K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.5KNew |
$71K - $73.6K
|
1.5K
$74.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.1K+ 220.2% |
$52.3K - $54.2K
|
1.6K
$79.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02K+ 1.3% |
$48.3K - $50K
|
79.1K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
725+ 1.85% |
$34.4K - $35.7K
|
39.8K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
521+ 6.42% |
$24.8K - $25.7K
|
8.64K
$430K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
393+ 1.14% |
$18.7K - $19.4K
|
34.8K
$1.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19+ 0.33% |
$903 - $936
|
5.71K
$284K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2+ 0.26% |
$95 - $98.5
|
764
$38.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.29% |
$95 - $98.5
|
702
$35K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$47.5 - $49.3
|
10.3K
$512K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-6- 16.67% |
$285 - $296
|
30
$1.49K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-59- 0.02% |
$2.8K - $2.91K
|
268K
$13.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-91- 0.49% |
$4.32K - $4.48K
|
18.5K
$922K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-133- 1.33% |
$6.32K - $6.55K
|
9.87K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-163- 4.46% |
$7.74K - $8.03K
|
3.49K
$174K
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-240- 0.59% |
$11.4K - $11.8K
|
40.3K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-734- 1.57% |
$34.9K - $36.1K
|
46.1K
$2.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-777- 13.67% |
$36.9K - $38.3K
|
4.91K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.43K- 2.57% |
$68K - $70.5K
|
54.3K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.92K- 8.72% |
$91.1K - $94.4K
|
20.1K
$999K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.05K- 17.68% |
$97.3K - $101K
|
9.54K
$475K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.28K- 11.91% |
$108K - $112K
|
16.9K
$841K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.17K- 28.16% |
$151K - $156K
|
8.1K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.62K- 5.68% |
$172K - $178K
|
60.1K
$2.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4K- 2.2% |
$190K - $197K
|
178K
$8.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.81K- 4.67% |
$323K - $335K
|
139K
$6.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.8K- 53.69% |
$513K - $532K
|
9.32K
$464K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-17.1K- 55.19% |
$815K - $845K
|
13.9K
$694K
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-33.7K- 13.94% |
$1.6M - $1.66M
|
208K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.4K- 58.37% |
$1.68M - $1.75M
|
25.3K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-132K- 78.3% |
$6.25M - $6.48M
|
36.5K
$1.82M
|